See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,546 | $48,265-67.8% | $68,791-77.4% | $68,494-77.3% |
| Participation rate | 43.9% | 60.7%-16.8pp | 69.0%-25.1pp | 67.9%-24.0pp |
| Annual return | -17.27% | -12.71%-4.6pp | -6.38%-10.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $921 | $1,829-49.6% | $2,655-65.3% | $2,596-64.5% |
| Participant deferral / active EE | $1,159 | $2,867-59.6% | $3,941-70.6% | $4,027-71.2% |
| Admin fee / account holder | $1,327 | $4,355-69.5% | $4,932-73.1% | $5,403-75.4% |